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CCG

Cypress Capital Group Portfolio holdings

AUM $889M
1-Year Est. Return 27.23%
This Fund
S&P 500
This Quarter Est. Return
+9.2%
1 Year Est. Return
+27.23%
3 Year Est. Return
+83.89%
5 Year Est. Return
+113.23%
10 Year Est. Return
+324.61%
AUM
$836M
AUM Growth
+$32.8M
Cap. Flow
-$27.7M
Cap. Flow %
-3.31%
Top 10 Hldgs %
33.74%
Holding
233
New
8
Increased
79
Reduced
85
Closed
9

Top Buys

Rank Stock Value
1
ASML icon
ASML
ASML
+$2.91M
2
PFE icon
Pfizer
PFE
+$2.52M
3
GE icon
GE Aerospace
GE
+$2.52M
4
URA icon
Global X Uranium ETF
URA
+$2.36M
5
AMD icon
Advanced Micro Devices
AMD
+$2.3M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$32.7M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.87M
3
LMT icon
Lockheed Martin
LMT
+$2.04M
4
VZ icon
Verizon
VZ
+$1.49M
5
CTRA
Coterra Energy
CTRA
+$1.42M

Sector Composition

Rank Sector Weight
1 Technology 22.4%
2 Healthcare 14.83%
3 Financials 12.91%
4 Consumer Discretionary 7.94%
5 Industrials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
26
Home Depot
HD
$343B
$9.42M 1.13%
23,261
-130
-0.6% -$51.1K
BLK icon
27
Blackrock
BLK
$170B
$9.37M 1.12%
8,041
+246
+3% +$275K
TSM icon
28
TSMC
TSM
$2.03T
$8.25M 0.99%
29,554
+944
+3% +$231K
PSX icon
29
Phillips 66
PSX
$82.5B
$7.93M 0.95%
58,327
-489
-0.8% -$62.6K
PM icon
30
Philip Morris
PM
$312B
$7.83M 0.94%
48,295
-1,905
-4% -$321K
MMM icon
31
3M
MMM
$94.1B
$7.78M 0.93%
50,167
+674
+1% +$104K
COST icon
32
Costco
COST
$429B
$7.56M 0.9%
8,169
-144
-2% -$138K
MCD icon
33
McDonald's
MCD
$194B
$7.47M 0.89%
24,570
+705
+3% +$215K
META icon
34
Meta Platforms (Facebook)
META
$1.51T
$6.52M 0.78%
8,878
+1,171
+15% +$872K
RTX icon
35
RTX Corp
RTX
$295B
$6.19M 0.74%
36,964
-102
-0.3% -$15.8K
CVX icon
36
Chevron
CVX
$374B
$6.14M 0.73%
39,534
-1,421
-3% -$220K
BABA icon
37
Alibaba
BABA
$276B
$6.12M 0.73%
34,269
+4,094
+14% +$536K
GILD icon
38
Gilead Sciences
GILD
$167B
$5.4M 0.65%
48,604
+71
+0.1% +$8.07K
CSCO icon
39
Cisco
CSCO
$456B
$5.34M 0.64%
77,979
+208
+0.3% +$14.2K
LOW icon
40
Lowe's Companies
LOW
$122B
$5.29M 0.63%
21,069
-262
-1% -$64.4K
PAYX icon
41
Paychex
PAYX
$42.3B
$5.24M 0.63%
41,326
-3,739
-8% -$519K
IBM icon
42
IBM
IBM
$214B
$4.9M 0.59%
17,369
-300
-2% -$78.5K
COR icon
43
Cencora
COR
$62.2B
$4.61M 0.55%
14,750
+619
+4% +$182K
MRK icon
44
Merck
MRK
$326B
$4.59M 0.55%
54,711
+1,131
+2% +$93.2K
MO icon
45
Altria Group
MO
$125B
$4.56M 0.55%
69,025
-3,752
-5% -$238K
NEM icon
46
Newmont
NEM
$96.4B
$4.53M 0.54%
53,774
+5,225
+11% +$364K
AMGN icon
47
Amgen
AMGN
$212B
$4.5M 0.54%
15,960
+1,446
+10% +$419K
LRCX icon
48
Lam Research
LRCX
$337B
$4.4M 0.53%
32,892
+4,580
+16% +$485K
INTU icon
49
Intuit
INTU
$85.6B
$4.38M 0.52%
6,420
-3
-0% -$2.16K
ORCL icon
50
Oracle
ORCL
$346B
$3.96M 0.47%
14,064
+2,811
+25% +$716K
1
2
3 4 5

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Cypress Capital Group's Q3 2025 Portfolio in Review

As of Q3 2025, Cypress Capital Group held 233 positions worth $836M, up 4.1% from $804M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Cypress Capital Group withdrew a net $27.7M in Q3 2025, closing 9 positions and reducing 85 holdings. Its most notable exit was Coterra Energy, an estimated $1.42M position sold in full.

By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 20% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Cypress Capital Group opened a new position in ASML worth $3.58M.

  • Cypress Capital Group's largest Q3 2025 buy was ASML: 3,702 shares worth $3.58M.
  • Cypress Capital Group added most to Pfizer in Q3 2025, an estimated $2.52M increase.
  • Cypress Capital Group's biggest Q3 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $32.7M.
  • Cypress Capital Group fully exited Coterra Energy in Q3 2025, selling an estimated $1.42M.
  • Cypress Capital Group's ten largest holdings make up 34% of its $836M portfolio in Q3 2025.
  • Cypress Capital Group opened 8 new positions and closed 9 in Q3 2025.
  • Cypress Capital Group's portfolio value rose 4.1% quarter-over-quarter to $836M.

Based on Cypress Capital Group's 13F filing for Q3 2025, filed 3 Nov 2025.